About Fourthought Financial Partners, Llc.
<p>Common-sense, long-term guidance is a hallmark of Fourthought Financial Partners, LLC, a registered investment advisor headquartered in Venice on Florida’s Gulf Coast between Sarasota and Fort Myers.</p> <p>Founded in 1968, the firm has a 25-person team and reports $1.6B in assets under management as of 2026. Fourthought works with affluent individuals and families, business owners, and other clients across the U.S. on investment management and wealth planning.</p> <p>For retirement plan sponsors, the firm provides <a href="/retirement-plans">retirement plan provider</a> support as a 3(38) investment manager, taking responsibility for selecting, monitoring, and replacing plan investments as agreed. The team includes professionals with credentials such as CFP®, AIF®, and CFA®.</p> <p>What sets Fourthought apart is its focus on identifying financial “blind spots” early and using straightforward planning to keep decisions aligned with client goals.</p> <ul> <li>Registered investment advisor (RIA) founded in 1968</li> <li>Headquarters: Venice, Florida (Sarasota–Bradenton area)</li> <li>25 employees; $1.6B AUM (2026)</li> <li>Services: wealth planning, investment advisory, financial planning, family office support</li> <li>Retirement plan role: 3(38) investment manager</li> </ul>
Website: https://fourthought.com/
Founded: 1968
Employees: 25
Office Locations
- Venice, FL (Headquarters)
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.6B